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Institutional & Family Asset Management’s Invesco Senior Loan ETF BKLN Stock Holding History

Institutional & Family Asset Management’s Portfolio BKLN Stock Details BKLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-436
Closed -$10K – 824
2018
Q3 		$10K Buy
436
+4
+0.9% +$92 ﹤0.01% 528
2018
Q2 		$10K Buy
432
+4
+0.9% +$92 ﹤0.01% 524
2018
Q1 		$10K Buy
+428
New +$9.9K ﹤0.01% 499

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CSIA
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Institutional & Family Asset Management's BKLN Position: Q4 2018 in Review

Institutional & Family Asset Management sold out of Invesco Senior Loan ETF (BKLN) in Q4 2018, closing a stake of 436 shares — an estimated $10K sold.

Institutional & Family Asset Management first reported a position in BKLN in Q1 2018 and held it in 3 quarters. The position peaked at $10K in Q3 2018. 378 funds tracked by Wall St. Rank hold BKLN as of Q4 2018.

  • Institutional & Family Asset Management reported no remaining Invesco Senior Loan ETF position as of Q4 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 436 Invesco Senior Loan ETF shares in Q4 2018, an estimated $10K.
  • Institutional & Family Asset Management first reported a position in Invesco Senior Loan ETF in Q1 2018 and held it in 3 quarters.
  • Institutional & Family Asset Management's Invesco Senior Loan ETF position peaked at $10K in Q3 2018.
  • 378 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q4 2018.

Based on Institutional & Family Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.